I receive a lot of inquiries and proposal requests from our beloved Overseas Filipino Workers who want to avail life insurance and mutual fund products from Sun Life.
Many of them would like to transact online since they are not physically located in the Philippines. Even though I very much like to grant their requests, this would not be possible because Philippine laws require us to meet each client we would like to offer our services.
If we violate these laws, there would be bad consequences such as invalidation of policy contracts. You must be present in the Philippines to fill up & review the application forms and affix your signatures to the documents. Also, there are scams online victimizing vulnerable people and we want to prevent this from happening.
The good news is you could ask for proposals from me and we will discuss it via email, viber, ym, chat, skype, zoom etc while you are abroad. You could always ask financial questions from me anytime, anywhere.
When you return back in the Philippines for vacations, you could already avail our financial products like term insurance, whole life insurance, variable life insurance and mutual fund. When you return back abroad, you could pay your premium online or ask your trusted family member to make the payment for you in the bank or insurance company office. In every transaction, there should always be a receipt or proof of transaction for your safety and reference.
I would like to thank our dear OFWs for reading my blog and for continuously supporting our economy via your remittances. Hopefully, you would invest/save part of your remittances and not let your family spend all of it. Remember, you will not be an OFW forever so you better save or invest now for your future. Wishing you all a happy and prosperous new year!
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